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At Swan Global Investments, everything we do, from our investment philosophy to our process and investment decisions, is to serve the best interests of long-term investors. Founded in 1997 by Randy Swan, a life-long investor and experienced risk manager, the firm began as an independent RIA seeking to provide investors with strategies that would directly address market risk while pursuing long-term growth.
These entrepreneurial roots and independent spirit still run deep within our firm today. Our guiding ‘Always Invested, Always Hedged’ investment philosophy drives our distinct goals-based, hedged equity approach seeks to generate consistent returns and avoid losing big—two keys to long-term investment success.